ApproveThis manages your CLG App Integration approvals.

Two Platforms, One Competitive Edge

Credit repair businesses thrive on precision and speed. Delays in client onboarding, approval bottlenecks, or miscommunication between teams can directly impact revenue and client trust. This is where the combination of ApproveThis (approval automation) and CLG App (credit repair CRM) creates a seamless operational backbone. Together, they eliminate manual handoffs, reduce decision latency, and ensure every client file moves forward with accountability.

Why This Integration Matters

CLG App excels at managing client disputes, tracking credit report changes, and organizing lead data. However, critical actions – like approving new client intake forms or greenlighting dispute strategies – often require input from external attorneys, compliance teams, or third-party vendors. ApproveThis bridges this gap by adding structured, auditable approval workflows directly into CLG App’s CRM processes. The result? Faster client onboarding, fewer compliance risks, and a unified system that keeps credit consultants focused on growth.

Key Synergies

ApproveThis adds three core capabilities to CLG App’s environment:

• External Collaboration: Approvers (like legal counsel) don’t need CLG App licenses – they review requests via email.
• Conditional Logic: Automatically route high-risk disputes for extra scrutiny based on dollar thresholds.
• Audit Trails: Every approval or denial is timestamped and tied to specific client records in CLG App.

Real-World Use Cases for Credit Repair Teams

1. Accelerating Client Onboarding with Guardrails

The Challenge: New client intake often involves verifying contract terms, payment agreements, or upfront fees. Manual approval requests via email or spreadsheets delay revenue cycles.

The Integration: When a new client is created in CLG App, ApproveThis instantly generates an approval request. For example, a credit repair agency might require manager sign-off on clients with upfront fees over $500. ApproveThis uses calculated fields to flag these cases, then routes them via sequential approvals (sales lead → compliance officer). Once approved, CLG App automatically advances the client to the “Active” status.

Impact: A Texas-based credit firm reduced onboarding delays by 68% using this workflow, ensuring no client sat in limbo due to approval bottlenecks.

2. Escalating Dispute Strategies Safely

The Challenge: High-stakes disputes (e.g., mortgage-related inaccuracies) require legal review before submission. Without automation, consultants lose track of pending approvals.

The Integration: When a consultant tags a dispute as “High Risk” in CLG App, ApproveThis triggers a multi-step workflow. The request includes dispute details, supporting documents, and a calculated field showing potential client impact. External attorneys receive an email link to review – no CLG App login required. Approved disputes auto-update in CLG App with a “Ready to File” status.

Impact: One Michigan credit repair business cut dispute preparation errors by 42% by linking CLG App data directly to attorney review workflows.

3. Updating Lead Statuses Without Chasing

The Challenge: Lead statuses (e.g., “Approved for Consultation”) often depend on internal capacity checks. Manual updates lead to overselling or missed opportunities.

The Integration: When a lead reaches a predefined capacity threshold in CLG App, ApproveThis pings managers for approval to mark them as “Contact Ready.” Denied requests trigger automated follow-up tasks in CLG App, while approvals update lead records instantly. Vacation delegation ensures no request stalls if a manager is out.

Impact: A Florida agency increased lead conversion by 23% by syncing approval decisions to real-time lead availability.

Setting Up the Integration: A 10-Minute Guide

Connecting ApproveThis and CLG App via Zapier requires no coding:

1. Create a Zapier Account: Free tiers work for testing; upgrade as workflow volume grows.
2. Choose Your Trigger: Select CLG App events like “New Client” or ApproveThis triggers like “Request Approved.”
3. Map Critical Data: Link CLG App fields (e.g., Client Risk Score) to ApproveThis’s conditional logic.
4. Test with Live Data: Run a test client through the workflow to confirm approvals update CLG App statuses.

Pro Tip: Use ApproveThis’s approval thresholds to auto-approve low-risk clients, reducing manual review load.

Team-Specific Benefits

Sales Teams

Reduce “ghosted” clients by triggering approval workflows the moment a lead submits intake forms. Real-time dashboards show exactly where each prospect is in the approval pipeline.

Compliance Officers

Embed mandatory reviews into CLG App workflows without slowing down consultants. Receive approval requests with pre-populated client data, dispute evidence, and risk assessments.

Client Success Managers

Automatically notify clients via CLG App when key approvals (e.g., dispute filings) are cleared, building trust through transparency.

Why This Combo Becomes a Credit Repair Force Multiplier

ApproveThis doesn’t just add approvals to CLG App – it adds decision intelligence. For example, a credit repair agency might:

• Auto-approve clients with FICO scores above 600 but require manual review for lower scores.
• Escalate disputes involving medical debt to specialized legal teams based on pre-set rules.
• Flag clients with multiple denied approvals for account manager review in CLG App.

These workflows turn CLG App from a passive database into an active decision engine.

Getting Started

Credit repair businesses using CLG App often outgrow manual approvals within their first 50 clients. ApproveThis scales alongside your team, with pricing that adapts to your workflow volume. Start with a single Zap (e.g., New Client → Manager Approval) and expand as needs evolve.

Next Steps:

Book a Demo to see conditional approval logic tailored to credit repair.

Or Start a Free Trial and connect to CLG App in minutes.